NDVSX Mutual Fund

NDVSX Mutual Fund (MFS New Discovery Value Fund Class R2) is managed by MFS Investment Management with $3.6M in net assets. NDVSX expense ratio is 1.47%, holding 149 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2011-05-26.

NDVSX performance shows a YTD return of 10.68%. The 1-year return is 14.17% and the 5-year return is 4.20%. NDVSX dividend yield stands at 0.79%, paid semi-annually.

NDVSX top holdings include Plains Gp Holdings Lp (1.4%), Cathay Generalbancorp (1.3%), United Community Banks Inc/Ga Common Stock USD1.0 (1.2%), Prosperity Bancshares (1.2%), Hancock Whitney Corp Common Stock Usd3.33 (1.2%). Go to all NDVSX holdings, NDVSX sectors, or NDVSX dividends.

NDVSX can be compared against other funds. Use NDVSX overlap to find shared positions, or NDVSX vs another fund for a side-by-side view. NDVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.